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Sara-Bay Financial’s ExxonMobil XOM Stock Holding History

Sara-Bay Financial’s Portfolio XOM Stock Details XOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$196K Sell
1,433
-435
-23% -$65.1K 0.05% 86
2026
Q1 		$317K Buy
1,868
+116
+7% +$16.9K 0.1% 63
2025
Q4 		$212K Buy
+1,752
New +$203K 0.06% 76
2025
Q3 		– Sell
-1,752
Closed -$189K – 89
2025
Q2 		$189K Hold
1,752
– – 0.07% 75
2025
Q1 		$206K Sell
1,752
-456
-21% -$50.4K 0.09% 74
2024
Q4 		$234K Buy
2,208
+456
+26% +$53.3K 0.09% 81
2024
Q3 		$205K Sell
1,752
-1,806
-51% -$209K 0.07% 82
2024
Q2 		$410K Buy
+3,558
New +$414K 0.17% 67
2020
Q3 		– Sell
-5,921
Closed -$263K – 80
2020
Q2 		$263K Buy
+5,921
New +$266K 0.15% 64

Other funds holding XOM

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
BWL
Bogart Wealth LLC Mclean, Virginia $2.92B AUM 23.85% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sara-Bay Financial's XOM Position: Q2 2026 in Review

Sara-Bay Financial reduced its ExxonMobil (XOM) stake by 23% in Q2 2026, selling an estimated $65.1K and leaving 1,433 shares worth $196K. The position accounts for 0.05% of the portfolio, ranked #86.

Sara-Bay Financial first reported a position in XOM in Q2 2020 and has held it in 9 quarters since. The position peaked at $410K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold XOM as of Q2 2026.

  • Sara-Bay Financial held 1,433 shares of ExxonMobil worth $196K as of Q2 2026.
  • Sara-Bay Financial sold 435 ExxonMobil shares in Q2 2026, an estimated $65.1K.
  • ExxonMobil made up 0.05% of Sara-Bay Financial's portfolio in Q2 2026, its #86 holding.
  • Sara-Bay Financial first reported a position in ExxonMobil in Q2 2020 and has held it in 9 quarters since.
  • Sara-Bay Financial's ExxonMobil position peaked at $410K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held ExxonMobil as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.